David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q3 2014)
According to the SEC 13F filed on Aug 14, 2026, the Wedgewood Partners portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2014. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2014, the filing reported:
New Buys - None reported
Increases - Berkshire Hathaway Inc. New, Cummins Inc., Cognizant Technology Solutions , LKQ Corporation, QUALCOMM Incorporated, and 2 more
Reductions - Apple Inc.
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2014
|
AAPL
Apple Inc.
|
Sell |
-1,148,034
|
|
Q3 2014
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+186,103
|
|
Q3 2014
|
CMI
Cummins Inc.
|
Buy |
+159,595
|
|
Q3 2014
|
CTSH
Cognizant Technology Solutions
|
Buy |
+1,850,129
|
|
Q3 2014
|
LKQ
LKQ Corporation
|
Buy |
+2,970,927
|
|
Q3 2014
|
QCOM
QUALCOMM Incorporated
|
Buy |
+1,739,291
|
|
Q3 2014
|
SLB
Schlumberger N.V.
|
Buy |
+138,449
|
|
Q3 2014
|
SRCL
Stericycle, Inc.
|
Buy |
+135,802
|